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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,693 | $139,948-58.1% | $121,663-51.8% | $154,746-62.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 11.36% | 230.52%-219.2pp | 147.54%-136.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,067 | $3,521-69.7% | $3,020-64.7% | $4,379-75.6% |
| Participant deferral / active EE | $1,659 | $5,629-70.5% | $4,887-66.1% | $6,730-75.4% |
| Admin fee / account holder | $12,626 | $17,321-27.1% | $14,289-11.6% | $14,365-12.1% |